Setting up Groups
Setting up Users and Roles (Security Clearance)
Setting up Assets
Setting up Rules
Setting up Locations
Setting up Groups
Setting up Users and Roles (Security Clearance)
Setting up Assets
Setting up Locations
Setting up Forms
Setting up Products
Setting up Groups
Setting up Users and Roles (Security Clearance)
Setting up Beacons and Gateways
Setting up Custom Indoor Map and Placing Gateways
Setting up Locations inside Indoor Map
ZenduONE's group management functionality is designed to make fleet organization and asset categorization a breeze. This guide outlines how to create and manage groups effectively through the Admin settings.
Groups serve as a fundamental tool in organizing your fleet, especially when dealing with multiple vehicles. You can categorize assets by departments, locations, or asset types, making it easier for reporting and monitoring purposes. For example, you can assess which location has the most equipment in use.
On this page, you'll need to provide the following information:
Once done, click "Save" on the top right corner of the screen.
Let’s take as an example that you have a fleet operating in California In this case, you would create a group for California.
Since this is the highest level of grouping and you are organizing your assets by location, the California group would not have any parent groups.
However, your California fleet operates in different locations, such as San Francisco and Los Angeles. This is where you would create sub-groups and designate California as the parent group for both.
You can continue this hierarchy by adding sub-groups to existing sub-groups, allowing for detailed organization.
Furthermore, if you have a dedicated fleet manager in the Los Angeles group and want to restrict their access from viewing other groups, the significance of groups becomes apparent.
Users and Assets can be assigned to Groups either at the time of creation or when editing and being managed. Please see the next sections on User and Asset creation/management.
On the Map Overview screen, you’ll notice a "Create Location" button. Click on this button to begin setting up your location.
When prompted, you can choose between two location shapes - a circle or a polygon. For this example, we'll select "polygon."
After creating the location, you can adjust the transparency on the map. If you mistakenly select an area, you can rectify it by clicking the "Clear" button, allowing you to initiate the location setup process again.
On the left side of the screen, you will be asked to input the information for that specific Location you just created.
Rule Page Overview
In order to access the Rules in your account, Admin access is required. If you have admin access, navigate to Admin > Rules.
Custom Rules
Safety Management
Coaching Management
Custom Rules
This section starts empty upon account creation, allowing you to tailor rules to suit your business needs precisely. These rules enable detailed fleet monitoring, notifications, and coaching without affecting security or scoring measures.
Custom Rules are meant for operations only, they don't drive any of your security/safety or scoring measures.
Creating a Custom Rule
On the Custom Rule page, click on "+ Create Rule"
Fill in the Details
Name
Entities
Select who this applies to.
If you wish for this Rule to apply to a few groups or assets in particular, you can select the ones of your preference. Uncheck "Select All" and proceed to select either the Groups or Drivers you want this rule to be applicable for.
Description
Severity
Rule Conditions
Trigger Range. Select monitoring time: All Times, Company Working Hours, or Custom.
Trigger Actions. In this section, you can edit the Trigger Actions if the Rule is violated (and marked as an Exception). Choose between:
Save video to Cloud
Save Snapshots. Select the length of the Snapshot to be sent.
Send Event Notification. Under Event Type, choose the type of notification to be sent. You can set multiple notifications per rule trigger by clicking the green plus button.
Email or SMS: Select who the email/message will be sent to. You can select for it to be sent only to the driver, or a custom email address. If you selected Custom, proceed to check the users that should receive a notification. The list will be populated with the users previously registered in your account. Edit the message you want to send every time the rule is violated.
Send for Review/Coaching. Exceptions triggered will be sent to human reviewers, who will either dismiss it or escalate it. In the field below, select a recipient for the escalated exceptions, and choose between sending the notifications immediately or as a daily report.
Once you have customized the Rule according to your preferences, click Save.
Safety Management
These General Safety Rules can be customized according to your preference and the needs of your business.
Turn the Rule on/off by clicking on the toggle button next to the title
Customize the severity of every Rule
Use the quick actions on the right of the Rule to
Save Video to Cloud
Send Email/SMS text
Edit the Rule in more detail
If you click on the Edit Rule button, it will take to the screen where you're able to edit the rule in more detail.
Please note that Details and Rule Conditions can't be edited for the General Safety Rules as they are the default Rules created in the system.
Custom Rules Under Safety Management
After you have created your Custom Rules and personalized your Safety Management Rules (added by default in the system), you can now import your Custom Rules into your Safety Scoring.
This Custom Rule will now be under your Severity Configuration.
Coaching Management
Coaching Management allows you to review the infractions of your rules and provide the driver with the proper coaching and feedback to avoid these instances in the future.
Rules for Review and Coaching
In this section you can select which one of your Rules will go to a Needs Coaching status, instead of a Needs Review/Coaching Status. This comes in handy for the Insights > Exceptions page in your account.
Managed Video Review Service
If you have this added to your subscription, it shows which Rules are being sent to the team of professionals that review the infractions on your behalf.
Coach Assignment
In this section you can assign supervisors to your drivers. Select which users are responsible for those drivers.
Click on the Unassigned Drivers.
This will display the menu to assign Coaches to Drivers.
Proceed to select the Coach, assign the relevant Drivers and click on Save.
At the core of any business are its people, and ZenduONE ensures that every key stakeholder can access your fleet management tool accordingly. The Users module is a crucial tool for your business, allowing you to manage and grant access to the right individuals effectively. Let's explore the User Overview screen and learn how to navigate its features.
Right next to the search bar, where you can type in the name of a user and look them up directly, you’ll see a filter button.
By clicking here, you’ll be able to filter your users according to:
Next to the filter button, you’ll find the Views options.
Views come in handy when you want to choose how Users are displayed on this main overview screen. You can either use the Default View that includes all users, or a Custom view.
To create a custom view, click on “+ New Custom View”.
On the "Custom View" screen, you can select the columns of the information that you want to display.
Start by naming your new custom view. Click on the "edit" icon (pencil) right next to the title.
Last but not least, select if you want to share it with other users or keep the view just for you.
Once done, click on "Save" at the top right corner of your screen.
In order to add a new user, click on "+ Create User" at the top right corner of the Admin User Overview screen.
Proceed to fill in the required information for your user.
If you would like this user to access the platform, click on the “Send Login Email” option at the bottom of the screen to make sure they receive a set of credentials to access their account. They will be provided a system generated password which can be changed after the initial sign in.
Under Profile Details, you’ll be able to assign the user type:
Efficiently organizing and managing your assets is streamlined through the intuitive assets interface within our platform. Here's a comprehensive guide on navigating and utilizing the Asset module and the Asset Overview.
Click on "Assets" module on the left-side menu to view all registered assets in your account.
On this page you can see an overview of your assets details, including:
Name of the asset
Driver assigned
Last location recorded
Last time it communicated
Camera Status
Groups the asset has been assigned to
Oldest recording from the device within the asset
Last (or latest) recording
Recording health status
Additionally, you can search for a particular asset by Name key fields (Asset Name, Driver, Last Location, Groups, Third Party Telematics Serial, VIN).
Default Views - Predefined by the system.
Views by Me - Custom views created by you (either private or shared with others).
Views by Others - Custom views created by other users that have been shared with you.
In order to create a Custom View, simply click on "+ New Custom View" and this will prompt the following screen:
Start by naming your Asset view
Choose the columns you want to display
Select if you want this view to be private or if you want to share it with others
Click on "+ Create Device" at the top-right corner to add a new asset.
Details
Settings
Financial
Share
Comments
Name of the asset or device
Groups this device will be added to
The optional details to be filled out are:
Asset Icon
Selecting a Driver. The list will be populated with the drivers registered in your account.
Manufacturer
Model
Color
Year
VIN
License Plate
Status
Odometer - Enter the amount of Miles or Kilometers this asset currently has traveled.
Engine hours - How many engine hours the asset has run.
Skills Tag - Enter a particular skills tag that has been set up by the admin to associate with the asset
Upload Photo - You can add a picture of the asset for visual reference.
This is where you will fill out further information about the device.
Device Serial - Enter the serial number for the vehicle or asset.
Tracker Type - Choose between the different types of trackers available in the system.
Third Party Telematics Serial - If this asset or device is linked to another tracker, this is where you can relate the two. (Example: Camera with a Geotab Device)
In the Financials tab, you can easily enter and manage all relevant financial data for your device. This feature allows you to generate detailed reports and gain valuable insights into the financial aspects of your fleet management operations.
The only two elements on this page that are required to be filled out are the General Settings.
Detail how you measure the utilization for the device and the volume units used when entering fuel for the device.
Detail information about the service life in months & meter, the estimated resale value and details if you plan to sell or already sold the device.
Under Loan/Lease you can detail information about the Loan or Lease process for further analysis of the terms of the agreement. This section allows you to keep granular details of your asset for further reference and reporting purposes.
Choose between Public and Private share.
In this section, you or any other user with access to this asset/device will be able to add comments relevant to this particular asset/device. This will be visible to all users with access to this asset/device.
This section provides an overview of the activity and whereabouts of all assets; they will be accessible from the assets list and the map.
The "Insights" module in ZenduONE delivers a deep dive into your fleet's performance through detailed data analysis. By leveraging comprehensive metrics and interactive reports, fleet managers can track key performance indicators, uncover trends, and identify areas for improvement. This feature enhances decision-making by providing actionable intelligence, optimizing operations, and facilitating proactive management.
The Safety Overview within the Insights module serves as a vital tool for monitoring safety performance and driver scoring across various levels—Driver, Supervisor, Vehicle, and Group. Its primary objective is to assess safe driving practices while identifying and evaluating any potential risks within the established safety parameters of the system.
Monitoring Safety Performance
The Safety module facilitates the tracking of safety infractions and offers insights into coaching drivers to rectify these behaviors.
Setting up comprehensive Safety Management Rules is the initial step in ensuring the accuracy and relevance of the data displayed within the Safety Overview page.
The page provides a comprehensive summary, separately detailing information for Drivers and Vehicles. It includes metrics such as:
Total Incidents for Review
Total Incidents Coached
Total Incidents
Average Days to Coach
Safety Performance
Coaching Performance
Risk Factors
The left menu allows users to choose whether they want to view data for all Drivers or Vehicles collectively (as a group), or opt for specific Driver or Vehicle insights. The corresponding scores for each driver/vehicle are also displayed next to their names.
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The Exceptions section allows for a comprehensive review and coaching of infractions tied to established Rules within your account. It facilitates filtering, search, and categorization of exceptions, enabling detailed examination and coaching.
By default, all of the infractions committed, that are tied to any of the Rules you have previously set up in your account, will come into the Exceptions queue under a Needs Review status.
On this page, you can manage the following:
Use the search bar to look for specific infractions or rules violated.
Adjust the time frame from which you want to view exceptions
Filter the list according to the type of exception.
Filter the exceptions according to different criteria such as the following:
Select existing views or create a new custom view.
Review and Coach Exceptions in Detail
Exceptions have four statuses by which they can be categorized:
Needs Review. It hasn't been viewed yet and no actions have been taking. This is the default status under which exceptions will display once they've been recorded.
Reviewed. Once the exception has been viewed and the video has been played.
Needs Coaching. Once tags have been added, it will change to a Needs Coaching status.
Dismissed. Once the coaching summary has been added and the Exception has been marked as coached, it will go under the Dismissed queue.
In order to review an Exception, simply click on the title and it will display the detailed view.
On this page the following information will be displayed:
Video recording (if available)
Speed Information
Map overview of the route the driver took and the event details on the right.
Vehicle Incident History
Tags and Comments. Tags can be added from this bottom menu or directly after playing the video.
Once you have played the video, you will be prompted to select tags and add coaching.
From the drop-down menu you can select the tag that aligns best with the exception you are reviewing. This counts as a coaching tag for the violation committed.
When selecting Add Coaching, you will be redirected to a different page to input the details of the coaching.
The video recording will be displayed once more for your review.
At the top, you should enter the tag of this exception.
Below the video recording, you will find the Coaching Behavior Summary. In this section, you should input the comments or summary about the coaching session. This step is vital to mark the Exception as Coached.
Once you've completed these steps, mark the Exception as Coached. You will receive a notification at the top of your screen once it's successfully completed.
Please remember that Vehicles need to have a driver assigned for an Exception to be marked as coached and reviewed.
This section offers a snapshot of crucial device data, including Communication Failures, Recording Health, and Data Usage. It alerts users to devices not communicating or recording properly, offering insights for prompt attention and action.
Top Communication Failures
The list will be populated with all the devices that have not been communicating for more than three days. This is with the purpose to draw your attention to them in order to review their functionality in more detail.
In the chart you will view the data:
Communicating
Not Installed. Devices that have never communicated with the system.
Offline
Offline for 3 days
Recording Health
Any device that has not been recording properly for a certain period of time will show up on this list. In this example all devices are recording correctly.
Top Data Usage
What was the top data usage from the devices that include data SIMs purchased directly from our company. If you purchase the SIM card with your own provider, we can unfortunately not track this data.
This data is also divided in brackets on the chart.
0-500MB
500MB - 1GB
1-2GB
2GB+
The Insights feature is a robust tool offering comprehensive fleet data analysis, encompassing safety monitoring, exception handling, and device health insights—empowering proactive fleet management for optimal performance.
ZenduWork is a comprehensive work and dispatch solution designed to streamline job management and enhance the efficiency of fleet operations. By enabling the creation and dispatch of jobs directly to drivers, complete with forms for proof of delivery, ZenduWork facilitates seamless communication and operational flow between fleet managers and their on-the-ground teams. The solution's integration with telematic hardware enhances its capabilities, providing a robust platform for optimizing routes, managing dispatches, and improving service delivery.
The Products module within our ZenduONE solution serves as the central repository for managing parts and inventory, essential components consumed across various modules. This comprehensive module not only facilitates efficient inventory management but also ensures seamless integration with other operational modules, enhancing productivity and accuracy throughout the workflow. By providing robust tools for tracking, updating, and utilizing product data, our platform empowers businesses to streamline processes and optimize resource allocation effectively.
The Forms module in our ZenduONE solution empowers users to create customized forms tailored to their specific operational needs, particularly in the context of deliveries and dispatching. This versatile tool enables businesses to design and deploy forms seamlessly, ensuring that every aspect of their logistics and dispatch processes aligns precisely with operational requirements. From capturing essential data fields to integrating with other modules for streamlined workflows, our platform provides a flexible and user-friendly interface for generating, managing, and utilizing forms effectively. By facilitating the creation of tailored documentation, businesses can enhance efficiency, accuracy, and compliance across their entire delivery and dispatch operations.
Our support module is dedicated to ensuring seamless customer service interactions. Here, customers can easily access support forms to submit their requests, inquiries, and issues. This user-friendly interface streamlines the process of seeking assistance, empowering customers to efficiently communicate their needs. Whether it's troubleshooting, guidance, or general inquiries, our platform prioritizes responsiveness and effectiveness in addressing customer concerns. By providing a centralized hub for support interactions, we enhance customer satisfaction and foster long-term relationships built on trust and reliability.
Our 'Give Feedback' button activates a versatile widget designed to foster continuous improvement and user engagement within ZenduONE. This interactive tool not only keeps users informed about the latest product updates and enhancements but also provides a seamless avenue for submitting feedback, feature requests, and support tickets. By integrating real-time updates with a user-friendly feedback submission area, our platform empowers users to contribute directly to its evolution. This collaborative approach ensures that every user's voice is heard, facilitating ongoing enhancements that align closely with user needs and preferences.